+45.3%
AD price history and return analytics
+74.5%
-29.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.1% |
| 7D | -12.9% | +2.9% | -15.8% | -14.5% |
| 30D | -18.7% | -2.5% | -16.2% | -17.3% |
| 3M | -22.2% | -3.3% | -18.9% | -20.5% |
| 6M | -32.8% | +1.5% | -34.4% | -33.8% |
| YTD | -22.3% | +11.4% | -33.6% | -28.6% |
| 1Y | -11.5% | +11.9% | -23.4% | -18.9% |
| All | +45.3% | +74.5% | -29.2% | -33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling